Purchases and Sales Made in Q3 2023 in Snowflake Inc. (SNOW)
This table provides information about the institutional ownership of Snowflake Inc. (SNOW) during Q3 2023. The information is specifically focused on institutions that hold shares of Snowflake Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
29+ 1.22% |
$4.26K - $5.46K
|
2.4K
$403K
|
|
|
Oct 19, 2023
Q3 2023
|
Peregrine Capital Management LLC
|
BUY
|
- |
27+ 0.01% |
$3.97K - $5.08K
|
181K
$30.3M
|
|
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
25+ 31.65% |
$3.67K - $4.71K
|
104
$17.4K
|
|
|
Nov 01, 2023
Q3 2023
|
Synergy Financial Group, LTD
|
BUY
|
- |
25+ 1.0% |
$3.67K - $4.71K
|
2.54K
$425K
|
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
25+ 312.5% |
$3.67K - $4.71K
|
33
$5.53K
|
|
|
Nov 08, 2023
Q3 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
23+ 0.49% |
$3.38K - $4.33K
|
4.71K
$790K
|
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
23+ 85.19% |
$3.38K - $4.33K
|
50
$8.38K
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
22+ 146.67% |
$3.23K - $4.14K
|
37
$6.2K
|
|
|
Oct 12, 2023
Q3 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
16New |
$2.35K - $3.01K
|
16
$2.68K
|
|
|
Jan 09, 2024
Q3 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
14+ 0.97% |
$2.06K - $2.63K
|
1.45K
$243K
|
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
13New |
$1.91K - $2.45K
|
13
$2.18K
|
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
13+ 0.23% |
$1.91K - $2.45K
|
5.66K
$950K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
12+ 0.89% |
$1.76K - $2.26K
|
1.37K
$229K
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
12+ 171.43% |
$1.76K - $2.26K
|
19
$3.19K
|
|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
11+ 0.79% |
$1.62K - $2.07K
|
1.41K
$236K
|
|
|
Nov 02, 2023
Q3 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
11New |
$1.62K - $2.07K
|
11
$1.84K
|
|
|
Nov 13, 2023
Q3 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
10+ 0.62% |
$1.47K - $1.88K
|
1.61K
$270K
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
10+ 55.56% |
$1.47K - $1.88K
|
28
$4.69K
|
|
|
Nov 14, 2023
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
9+ 0.05% |
$1.32K - $1.69K
|
19.1K
$3.2M
|
|
|
Apr 29, 2024
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
9+ 0.05% |
$1.32K - $1.69K
|
19.1K
$3.2M
|
|
|
Nov 03, 2023
Q3 2023
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
9+ 0.05% |
$1.32K - $1.69K
|
17.7K
$2.97M
|
|
|
Oct 27, 2023
Q3 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
9+ 0.18% |
$1.32K - $1.69K
|
5.12K
$858K
|
|
|
Nov 14, 2023
Q3 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
9+ 0.17% |
$1.32K - $1.69K
|
5.4K
$906K
|
|
|
Oct 26, 2023
Q3 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
8+ 0.47% |
$1.18K - $1.51K
|
1.71K
$286K
|
|
|
Oct 23, 2023
Q3 2023
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
8New |
$1.18K - $1.51K
|
8
$1.34K
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
7+ 116.67% |
$1.03K - $1.32K
|
13
$2.18K
|
|
|
Oct 24, 2023
Q3 2023
|
Independent Advisor Alliance
|
BUY
|
- |
7+ 0.25% |
$1.03K - $1.32K
|
2.82K
$472K
|
|
|
Oct 19, 2023
Q3 2023
|
Proffitt & Goodson Inc
|
BUY
|
- |
7New |
$1.03K - $1.32K
|
7
$1.17K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
6+ 4.35% |
$882 - $1.13K
|
144
$24.1K
|
|
|
Oct 31, 2023
Q3 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
6+ 21.43% |
$882 - $1.13K
|
34
$5.7K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
6New |
$882 - $1.13K
|
6
$1.01K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
6New |
$882 - $1.13K
|
6
$1.01K
|
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
BUY
|
- |
6+ 2.21% |
$882 - $1.13K
|
278
$46.6K
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
6+ 24.0% |
$882 - $1.13K
|
31
$5.2K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
5+ 0.57% |
$735 - $941
|
879
$147K
|
|
|
Nov 14, 2023
Q3 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
5+ 0.1% |
$735 - $941
|
5.25K
$881K
|
|
|
Apr 04, 2024
Q3 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
4+ 57.14% |
$588 - $753
|
11
$1.84K
|
|
|
Dec 01, 2023
Q3 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
3+ 0.08% |
$441 - $565
|
3.57K
$599K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3+ 42.86% |
$441 - $565
|
10
$1.68K
|
|
|
Nov 14, 2023
Q3 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
3+ 0.08% |
$441 - $565
|
3.57K
$599K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
3+ 15.79% |
$441 - $565
|
22
$3.69K
|
|
|
Nov 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
3+ 18.75% |
$441 - $565
|
19
$3.19K
|
|
|
Oct 25, 2023
Q3 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
3+ 12.0% |
$441 - $565
|
28
$4.69K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2+ 1.05% |
$294 - $376
|
192
$32.2K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2+ 16.67% |
$294 - $376
|
14
$2.35K
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1+ 0.02% |
$147 - $188
|
4.74K
$795K
|
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
BUY
|
- |
1+ 0.07% |
$147 - $188
|
1.37K
$230K
|
|
|
Nov 06, 2023
Q3 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
1+ 0.0% |
$147 - $188
|
24.2K
$4.05M
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1- 0.63% |
$147 - $188
|
159
$26.7K
|
|
|
Oct 17, 2023
Q3 2023
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-1- 0.03% |
$147 - $188
|
3.7K
$620K
|